Legal Cases – WishList Any Agent Depositions Blumenthal v New York Life Walker v LSW Any Expert Witness Depositions / Report Fay v Aetna – Hager, Claire 2016 – LR – Recent Trends in the Use of Surveys in Advertising Law Disputes; an Update on the Case Law, by Kenneth Plevan – 45p <WishList – survey>  – …

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Sealed Court Documents 2019 1216 – Letter – Reporters Committee for thed Freedom of the Press (rcfp.org) to Chief Justice John G. Roberts, Jr., Supreme Court of the United States Re: Proposal for Supreme Court rule addressing sealed court records – 66p  American International Group, Inc. 2008 Securities Litigation – Depositions – Sealed “substantial government…

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Attorney General NAAG – National Association of Attorneys General  On the surface is the handbook operator. He makes a profit from the persons who place bets with him because he has an edge on every bet. He pays track odds but usually not in excess of 20 to 1. The odds at the track are…

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Law – Books Hornbooks American Casebook West Academic 1960, 1971 – Basic Text on Insurance Law, Robert Keeton ‎ Carolina Academic Press Principles of Insurance Law, Fifth Edition – Stempel, Knutsen, Swisher 5th – 2020  Hornbooks Insurance Law (Hornbooks)- Robert Keeton & Alan Widiss 1988 LexisNexis Insurance Law: Cases and Materials, 3rd Edition 3rd Edition…

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NYSBA – New York State Bar Association nysba.org/ LIFE INSURANCE AND ANNUITY CONTRACTS WITHIN AND WITHOUT TAX QUALIFIED RETIREMENT PLANS AND LIFE INSURANCE TRUSTS – MetLife Premier Client Group – 120p

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Bespeaks Caution Doctrine Judge Pauley held that this disclosure was inadequate: [W]arnings of specific risks like those in the ARM Prospectus do not shelter defendants from liability if they fail to disclose hard facts critical to appreciating the magnitude of the risks described…. As aptly put by Judge Pollack in the context of the bespeaks…

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Supreme Court 1994 – NationsBank v VALIC – [link] QUESTION PRESENTED – Whether federal law permits national banks, whereever located, to act as agents in the sale of annuities. supremecourt.gov/opinions/boundvolumes/525bv.pdf (p1129) – No. 98–2. Metropolitan Life Insurance Co. v. Sabo.- C. A. 3d Cir. Motion of American Council of Life Insurance for leave to file…

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Jury Finally, these standards are difficult for juries to follow. It is difficult for a jury to understand an instruction from a judge that tells them not to assume, just because the future turned out different from the way the actuary projected, that a discrepancy meant the actuary was wrong. Juries have a hard time…

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Class Action Settlements Walker v Life Insurance Company of the Southwest Prudential Metlife As I said earlier, the cost to the company is different from the value or benefit given to the policyholder, in which case you’re putting values in a policy or selling a new policy. —  Allan Horwich 1999 – SOA – The…

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Contract Law (p392-393) – Senator Orrin Hatch (R-UT) – ….again I come back to my original statement. Why is State contract law an insufficient remedy? The answer to that, in my opinion, is it is a sufficient remedy. 1992 0428 and 0505 – GOV (Senate) – Insurance Guaranty Funds and the Involuntary Transfer of Insurance Policies,…

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